Civic Intelligence

Lake Chelan Rec Development Founda Lake Chelan Community Pool Foundati

990EZ • Fiscal year 2023 • EIN 31-1633981

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 07, 2024

Organization ProfileN/A
PO Box 202Chelan, WA 98816

(509) 682-4066

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

82nd percentile

37%

Faster asset growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

57th percentile

11%

Faster revenue growth than 57% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$54,763

Up $14,893 (+37%) from 2022

Net Assets

Up

$54,763

Up $14,893 (+37%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

Up

$70,691

Up $7,020 (+11%) from 2022

Expenses

Down

$55,796

Down $19,212 (-26%) from 2022

Net Income

Up

$14,895

Up $26,232 (+231%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2015: $14,025Net Assets 2015: $14,0252015Assets 2016: $14,787Net Assets 2016: $14,7872016Assets 2017: $15,931Net Assets 2017: $15,9312017Assets 2018: $13,263Net Assets 2018: $13,2632018Assets 2019: $18,657Net Assets 2019: $18,6572019Assets 2020: $28,394Net Assets 2020: $28,3942020Assets 2021: $51,206Net Assets 2021: $51,2062021Assets 2022: $39,870Net Assets 2022: $39,8702022Assets 2023: $54,763Net Assets 2023: $54,7632023Assets 2025: $101,879Net Assets 2025: $101,8792025

Highlighted filing

2023

Assets$54,763
Liabilities-
Net Assets$54,763
Open 2023 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2015: $352Expenses 2015: $10,802Net Income 2015: -$10,4502015Revenue 2016: $11,889Expenses 2016: $12,127Net Income 2016: -$2382016Revenue 2017: $6,100Expenses 2017: $4,956Net Income 2017: $1,1442017Revenue 2018: $22,123Expenses 2018: $24,791Net Income 2018: -$2,6682018Revenue 2019: $15,675Expenses 2019: $10,281Net Income 2019: $5,3942019Revenue 2020: $20,453Expenses 2020: $10,716Net Income 2020: $9,7372020Revenue 2021: $46,803Expenses 2021: $23,992Net Income 2021: $22,8112021Revenue 2022: $63,671Expenses 2022: $75,008Net Income 2022: -$11,3372022Revenue 2023: $70,691Expenses 2023: $55,796Net Income 2023: $14,8952023Revenue 2025: $166,738Expenses 2025: $137,765Net Income 2025: $28,9732025

Highlighted filing

2023

Revenue$70,691
Expenses$55,796
Net Income$14,895
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 7, 2024
Return Version
2023v5.0
Gross Receipts
$70,691
Mission and Program Overview

Mission

Raising funds for public recreation, facilities, and trails and water quality.

Program Services

DescriptionGrantsExpenses
RAISING FUNDS FOR PUBLIC RECREATION, FACILITIES, TRAILS AND WATER QUALITY.-$29,078
RAISING FUNDS FOR PUBLIC RECREATION, FACILITIES, TRAILS AND WATER QUALITY.-$26,718
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP LONGPresident-$0--
ZACH KERSHNERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lake Chelan Rec Development Founda
EIN
31-1633981
Phone
5096824066
Address
PO BOX 202, CHELAN, WA 98816

Signing Officer

Name
Zach Kershner
Title
Treasurer
Phone
5096824066
Signed
2024-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Evergreen Accounting Pllc
Address
PO BOX 788, CHELAN, WA 98816-0788
Preparer
Zach Kershner CPA
Phone
5092937870
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“INTEREST 67 TOTAL 67”

Form 990-ez, Part I, Line 16

“Expenses advertising 900 office exp. 642 travel 764 insurance 2,080 consulting 10,581 supplies 432 non-investment depreciation 25,778 total 41,177”

Form 990-ez, Part II, Line 24

“Fondriest environment 0 11,698 less accumulated depreciation 0 9,943 in-situ 0 19,549 less accumulated depreciation 0 15,835 total 0 5,469”

Form 990-ez, Part III

“Raising funds for public recreation, facilities, and trails and water quality.”

Form 990-ez, Part III, Line 31

“Raising funds for public recreation, facilities, trails and water quality.”

Raw XML Appendix128 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ZACH KERSHNER
IRS990EZ/BooksInCareOfDetail/PhoneNum05096824066
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 201
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHELAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098816
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039868
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049294
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt070624
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014895
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02632
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039868
IRS990EZ/Form990TotalAssetsGrp/EOYAmt054763
IRS990EZ/GrossReceiptsAmt070691
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039868
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054763
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039868
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054763
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PHILIP LONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ZACH KERSHNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05469
IRS990EZ/OtherExpensesTotalAmt041177
IRS990EZ/OtherRevenueTotalAmt067
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISING FUNDS FOR PUBLIC RECREATION, FACILITIES, AND TRAILS AND WATER QUALITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISING FUNDS FOR PUBLIC RECREATION, FACILITIES, TRAILS AND WATER QUALITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RAISING FUNDS FOR PUBLIC RECREATION, FACILITIES, TRAILS AND WATER QUALITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029078
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt126718
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt011987
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055796
IRS990EZ/TotalProgramServiceExpensesAmt055796
IRS990EZ/TotalRevenueAmt070691
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt070624
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt063670
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt046788
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt020453
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt015675
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0217210
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt083
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0217210
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt070624
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt063670
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt046788
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt020453
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt015675
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0217210
IRS990ScheduleA/TotalSupportAmt0217210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INTEREST 67 TOTAL 67
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 900 OFFICE EXP. 642 TRAVEL 764 INSURANCE 2,080 CONSULTING 10,581 SUPPLIES 432 NON-INVESTMENT DEPRECIATION 25,778 TOTAL 41,177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FONDRIEST ENVIRONMENT 0 11,698 LESS ACCUMULATED DEPRECIATION 0 9,943 IN-SITU 0 19,549 LESS ACCUMULATED DEPRECIATION 0 15,835 TOTAL 0 5,469
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RAISING FUNDS FOR PUBLIC RECREATION, FACILITIES, AND TRAILS AND WATER QUALITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RAISING FUNDS FOR PUBLIC RECREATION, FACILITIES, TRAILS AND WATER QUALITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ZACH KERSHNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05096824066
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE CHELAN REC DEVELOPMENT FOUNDA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LAKE CHELAN COMMUNITY POOL FOUNDATI
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0311633981
ReturnHeader/Filer/PhoneNum05096824066
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 202
ReturnHeader/Filer/USAddress/CityNm0CHELAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098816
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471713916
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EVERGREEN ACCOUNTING PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 788
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHELAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0988160788
ReturnHeader/PreparerPersonGrp/PhoneNum05092937870
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ZACH KERSHNER CPA
ReturnHeader/ReturnTs02024-08-07T19:10:39-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,763
Liabilities
-
Net assets
$54,763
Revenue
$70,691
Expenses
$55,796
Net income
$14,895
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.02$1.02$1.67$1.38$0.29
2023Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.71$0.56$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.64$0.75$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.47$0.24$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.28$0.20$0.11$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.19$0.16$0.10$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.13$0.22$0.25$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.16$0.06$0.05$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.15$0.12$0.12$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.14$0.00$0.11$0.10